Ameriprise Financial Services, LLC
About this Advisor
Josiah Nelson is a financial advisor operating out of Missoula, Montana, with 12 years of experience as a financial advisor. Nelson is on the advisory team at Ameriprise Financial Services, LLC. They have worked at Ameriprise Financial Services, Llc for their whole career. Nelson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Montana and Texas. Ameriprise Financial Services, LLC is a business that has its headquarters in Missoula, Montana. The investment advisory business has offices in 158 locations and a total of 13,556 people on staff. It handles $313 billion in total assets between its 1,488,886 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 1,698 charitable organizations. Of its 1,488,886 customer accounts, just 6% are associated with high-net-worth investors who have at least $1 million in investable assets. Ameriprise Financial Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fees charged by Ameriprise Financial Services, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Josiah Nelson Work History
Josiah has 12 years of experience.
Ameriprise Financial Services, Inc
Josiah Nelson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ameriprise Financial Services, LLC
Glen Allen, VA
Lutherville Timonium, MD